Deputy County Clerks, Office of the Albany County Clerk Small Estate Forms | NYCOURTS.GOV FORMS - Surrogate Court Forms Small Estate Forms The PDF version of these forms are FILLABLE. If you find assets that are held by a trust, you'll need to locate the trust document to be able to transfer them. Administration Forms | NYCOURTS.GOV FORMS - Surrogate Court Forms Administration Forms The PDF version of these forms are FILLABLE. This makes perfect sense, since the companies holding these assets do not want to distribute them unless they are certain that the decedent has actually died. County Courts Forms Request for Judicial Intervention (RJI) Request for Judicial Intervention (RJI) Omni Fillable form Bail Exoneration Form Civil Appeals to the Albany County Court DIY (Do-It-Yourself) Forms DIY (Do-It-Yourself) Family Court Forms DIY (Do-It-Yourself) Surrogate's Court Forms Health care decisions for persons who are intellectually disabled 1. In California the cost is $21 per copy. After someone dies, certified death certificates become necessary and useful documents. [/ICCBased 3 0 R] In some states, the information on this website may be considered a lawyer referral service. Surrogate's Court is listed as a registered probate court within Albany County, New York. Agency Origin: Albany County Surrogate's Court. If the landlord wins a judgment against you, you will get a 14 day Notice of Eviction paper from a Marshal, Sheriff or Constable. Your use of this website constitutes acceptance of the Terms of Use, Privacy Policy and Cookie Policy. Name Change . You can also access images of judgments, liens, DBAs, lis pendens, UCCs and warrants. Petition for Letters of Administration c.ta. The person named in the will as the executor, or personal representative, is appointed by the court. If the person has young children, the will usually also nominatesguardians for them--someone who would raise the children if the parents couldn't. If you want to find the will of soemone who has died, where should you look? countyclerk@albanycounty.com. Albany County Court House, Room 128 However, if that same person never transferred their home, their brokerage account or that savings account into the trust, all of those assets would have to go through probate before they could be transferred to the trust's beneficiaries. A surrogate is a judicial officer, elected by the people, having jurisdiction over the probate of wills, the administration of estates, and more. S URROGATE'S COCUT.At a Surrogate's court h eld at the Court House in Pittsburgh, on the 13th day o( No- vember, 1H05. Please note that although the address of the Albany County Courthouse for mailing purposes is 16 Eagle Street, Albany, New York, the only public entrance to the building is on Lodge Street on the opposite side of the building. Select About Internet Explorer from the menu its usually the bottom-most choice. xwTS7PkhRH H. Because the assets that have been transferred into the trust are legally owned by the trust (and not by the person who contributed those assets), the Grantor's estate will not have to go through probate because it will fall under a state's small estates limit, if their biggest assets are held in the trust and only a few, small assets are held in their individual names. endobj Created By Granicus - Connecting People and Government, NYS Nonresident Real Property Estimated Income Tax Form, Petition for Small Claims Assessment Review (SCAR), Pistol Permits, Amendments & Gunsmith/Dealer Licenses. As much detail about the record as possible, such as relevant dates, names, descriptions, etc. Bruce A. Hidley,Albany County Clerk He practiced law for a number of years, until he was again called to service. Instead, people keep their Wills and trusts in safe places -- sometimes in a safe deposit box at the bank, sometimes in a fireproof safe or cabinet at home, and sometimes just in a special box or drawer at home. << WAIVER OF PROCESS (INDIVIDUAL), Surrogate-P-16 RENUNCIATION OF SUCCESSOR More information about deeds, mortgage and copies of County Clerk records. Here are the sort of things a trustee does: Often, the trustee and the executor are the same person. Accounting Forms | NYCOURTS.GOV FORMS - Surrogate Court Forms Accounting Forms The PDF version of these forms are FILLABLE. next.SECTION 1750-B. Please do not hesitate to contact our office by telephone with any questions. They can be filled out electronically, then printed. Check the box that says Use TLS 1.2 and then click the OK button. It's entirely possible for someone to create a trust, ignore it for the next thirty years, and die with all of the major assets held in their own names, and not in the name of the trust. Some previous requests and responsive documents are viewable here online. Appointments In order to serve you efficiently, it is suggested that you call for an appointment. for the years before and after the U.S. Supreme Court upheld the decision in 1981. . Printed and Handwritten. Thank You to Our Sponsors O'Connell & Aronowitz You will need to close and re-open IE for the setting to take effect. LETTERS TESTAMENTARY, Surrogate-P-15 RENUNCIATION OF SUCCESSOR This portal will help you communicate with your government about what documents you need. Real propertymeans things that are land and things affixed to the land. Ultimately, distribute the estate's property to the beneficiaries or heirs. *1 J "6DTpDQ2(C"QDqpIdy~kg} LX Xg` l pBF|l *? Y"1 P\8=W%O4M0J"Y2Vs,[|e92se'9`2&ctI@o|N6 (.sSdl-c(2-y H_/XZ.$&\SM07#1Yr fYym";8980m-m(]v^DW~ emi ]P`/ u}q|^R,g+\Kk)/C_|Rax8t1C^7nfzDpu$/EDL L[B@X! Note: The address you provide on Form CMS-1-MN will not The results of the classifier are in the form of if-then rules. If you need help finding a form you can use the court locator box to call a court or visit a Court Help Center. The forms necessary for the following applications, filings or requests are available on our website in PDF format. Legal questions cannot be answered by staff as we are precluded, by law, from offering legal advice. If you can't update to Internet Explorer 11, you still have the option of updating the security setting on your existing version of IE. But that doesn't mean there's no difference in their jobs. I/We is/are the person(s) in control of disposition, who by signing this Authorization Form, attest(s) to the accuracy and . Citation (ADM/DBN-2), Administration d.b.n. A window will open in the middle of your screen telling you what version of IE you have. Then you should be able to use our new online records search system. After that, the executor is in charge of protecting the estate's assets, identifying and valuing them, paying the debts and expenses of the deceased person, and, in the end, distributing the assets as directed by the will. Please keep this in mind when parking. For crime victims, you can create a New York Victim Notification System to receive alerts about an offender. During the Grantor's lifetime, the assets held in the living trust, often their house, their investment accounts and their larger bank accounts, can be used for that person's benefit in exactly the same way that the person was able to use those assets before they were placed in the trust. You will need them, for example, to record the deeds necessary to change title to real property, to claim life insurance, to file estate tax returns, and to claim pensions or any other benefit available as a result of that person's death. Forms Available Online | Albany County, NY Office of the Albany County Clerk Hon. Surrogate Heather J. A will doens't need a lot of magic words to be valid. If all that they owned outside of the trust consisted of their car, with a Blue Book value of $3000, a checking account with $ 4,000, and their household possessions, their estate would not be subject to probate and could be distributed to their beneficiaries without a court order and without the cost and delay of probate. Proceeding. To request a conference, complete page 1 of this form and fax to 518-435-8554 or mail to the address on page 1. COUNTY OF _____ . Last Updated: 7/26/2022 Created By: New York State Unified Court System Start as a Guest They can be filled out electronically, then printed. Albany County Court House, Room 128 There's no official place for people to store their wills, and there's no state registry to store your will before you die. /N 3 Created By Granicus - Connecting People and Government. When you are reading a will, here's what you need to find out: If the value of a person's estate is above a certain limit, called a "small estates limit," their estate must go through a probate proceeding before assets can be distributed to the people who inherit the assets. The beneficiaries and heirs will need to be notified of the death of the Grantor; the trust's assets will need to be identified and valued, the decedent's debts and expenses will have to be paid, the trust will need a tax identification number, a trust tax return may need to be filed, and, in the end, the trust's assets will need to be distributed to the beneficiaries. The Surrogate"s Court Court for Albany County: NAME OF COURT: Albany Surrogate Court WEB ADDRESS: Website Link PHONE: (518) 285-8585 ADDRESS: 16 Eagle Street, Room 123 Albany, NY 12207 MAP: GoogleMap PROBATE COURT DIRECTORY FOR ALL NEW YORK COUNTIES For a Directory of all New York Probate Courts, see, New York Probate Court Locator Documents submitted for recording must be accompanied by a self-addressed stamped envelope ("SASE") for return of the original document. But if Kate had never transferred that account into her trust, and it was owned in her name alone, it would be the executor's job to deal with that account, not the trustee's. Executed March 29, 1792. The successor trustee is the person named in the trust document to take over the job of managing the trust after the person who established it, the grantor, dies or is unable to continue as trustee. (ADM/DBN-3), Combined Corporate Verification, Consent and Designation (for ADM/DBN-1), Individual Combined Verification, Oath and Designation (for ADM/DBN-1), New Combined Corporate Verification, Consent and Designation (for ADM/DBN-1), New Individual Combined Verification, Oath and Designation (for ADM/DBN-1), Affidavit of Mailing Notice of Application for Letters of Administration (A-4), Affidavit of Party Renouncing Intestate Share, Affidavit of Service of Citation (Adult) (A-10), Attorney's Certification in Administration Proceeding, Bond Affidavit for Letters of Administration, Decree Granting Letters of Administration with Limited Authority, Decree Granting Letters of Administration with Limited Authority Due to Conflict of Interest, Decree Granting Limited Letters of Administration, Notice Cover Letter to Probate Distributees, Notice of Application for Letters of Administration (A-3), Notice of Renunciation of Intestate Share, Petition for Letters of Administration (A-1), Release and Discharge of Administrator of Deceased, Waiver Cover Letter to Administration Distributees, Waiver of Citation and Consent to Appointment of Administrator (Corporation) (A-9), Waiver of Citation, Renunciation and Consent to Appointment of Administrator (Individual) (A-8), Waiver Recipients - Administration - Mailing List, Corporate Verification, Consent and Designation (for A-1), Individual Combined Verification, Oath and Designation (for A-1), New Corporate Verification, Consent and Designation (for A-1), New Individual Combined Verification, Oath and Designation (for A-1), Decree Granting Letters of Administration (Bronx County), Informal Closing Statement (Niagara County), Informal Closing Statement (Niagara County) - Summary Account, Adoption Information Registry Birth Parent Registration Form (DOH-4455), Affidavit (Change of Circumstance since Certification) (Private Placement) (1-Ca), Affidavit and Consent of Custodian (Other Than Birth or Legal Parent--Private Placement) (2-E), Affidavit and Report (Disinterested Person - Extension of Expired Certification) (26-A), Affidavit and Report of Disinterested Person Regarding Cert. (1041 Schedule K-1) (2015), Capital Gains and Losses (1041 Schedule D) (2011), Capital Gains and Losses (1041 Schedule D) (2012), Capital Gains and Losses (1041 Schedule D) (2013), Capital Gains and Losses (1041 Schedule D) (2014), Capital Gains and Losses (1041 Schedule D) (2015), Certificate of Payment of Foreign Death Tax (706-CE), Declarations - Executor's Commissioner's and Attorney's Fees (4421), Estimated Income Tax for Estates and Trusts (1041-ES) (2012), Estimated Income Tax for Estates and Trusts (1041-ES) (2013), Estimated Income Tax for Estates and Trusts (1041-ES) (2014), Estimated Income Tax for Estates and Trusts (1041-ES) (2015), Estimated Income Tax for Estates and Trusts (1041-ES) (2016), Generation-Skipping Transfer Tax Return for Distributions (706-GS(D)), Generation-Skipping Transfer Tax Return for Terminations (706-GS(T)), IRS Paid Preparer Tax Identification Number (PTIN) Application and Renewal (W-12), Notice Concerning Fiduciary Relationship (56), Notification of Distribution from a Generation-Skipping Trust (706-GS(D-1)), Power of Attorney and Declaration of Representative (2848), Release/Revocation of Release of Claim to Exemption for Child by Custodial Parent (8332), Request for Taxpayer Identification Number and Certification (W-9), Request for Transcript of Tax Return (4506-T), Sales and Other Dispositions of Capital Assets (8949) (2013), Sales and Other Dispositions of Capital Assets (8949) (2014), Sales and Other Dispositions of Capital Assets (8949) (2015), Solicitud de Nmero de Identificacin (W-7(SP)), United States Additional Estate Tax Return (706-A), United States Estate (and Generation-Skipping Transfer) Tax Return (706) (2011), United States Estate (and Generation-Skipping Transfer) Tax Return (706) (2012), United States Estate (and Generation-Skipping Transfer) Tax Return (706) (2013), United States Estate (and Generation-Skipping Transfer) Tax Return (706) (2014), United States Estate (and Generation-Skipping Transfer) Tax Return (706) (2015), United States Estate (and Generation-Skipping Transfer) Tax Return (706-NA), United States Estate Tax Returns for Qualified Domestic Trusts (706-QDT), United States Gift (and Generation-Skipping Transfer) Tax Return (709) (2011), United States Gift (and Generation-Skipping Transfer) Tax Return (709) (2012), United States Gift (and Generation-Skipping Transfer) Tax Return (709) (2013), United States Gift (and Generation-Skipping Transfer) Tax Return (709) (2014), United States Gift (and Generation-Skipping Transfer) Tax Return (709) (2015), United States Income Tax Return for Estates and Trusts (1041) (2011), United States Income Tax Return for Estates and Trusts (1041) (2012), United States Income Tax Return for Estates and Trusts (1041) (2013), United States Income Tax Return for Estates and Trusts (1041) (2014), United States Income Tax Return for Estates and Trusts (1041) (2015), United States Income Tax Return for Qualified Funeral Trusts (1041-QFT) (2011), United States Income Tax Return for Qualified Funeral Trusts (1041-QFT) (2012), United States Income Tax Return for Qualified Funeral Trusts (1041-QFT) (2013), United States Income Tax Return for Qualified Funeral Trusts (1041-QFT) (2014), United States Income Tax Return for Qualified Funeral Trusts (1041-QFT) (2015), United States Information Return Trust Accumulation of Charitable Amounts (1041-A), Allocation of Estimated Tax Payments to Beneficiaries (IT-205-T) (2011), Allocation of Estimated Tax Payments to Beneficiaries (IT-205-T) (2012), Allocation of Estimated Tax Payments to Beneficiaries (IT-205-T) (2013), Allocation of Estimated Tax Payments to Beneficiaries (IT-205-T) (2014), Allocation of Estimated Tax Payments to Beneficiaries (IT-205-T) (2015), Application for Estate Tax Waivers/Releases of Estate Tax Lien (ET-30) (2004), Application for Estate Tax Waivers/Releases of Estate Tax Lien (ET-30) (2008), Application for Estate Tax Waivers/Releases of Estate Tax Lien (ET-30) (2012), Application for Estate Tax Waivers/Releases of Estate Tax Lien (ET-30) (2014), Application for Extension of Time to File and/or Pay Estate Tax (ET-133) (2013), Application for Extension of Time to File and/or Pay Estate Tax (ET-133) (2014) (3/14), Application for Extension of Time to File and/or Pay Estate Tax (ET-133) (2014) (4/14), Authorization for Release of Photocopies of Tax Returns and/or Tax Information (DTF-505), Computation of Credit for Estate Tax on Prior Transfers (ET-190), Computation of Estate Tax Credit for Agricultural Exemption (ET-411), Fiduciary Income Tax Return (IT-205) (2011), Fiduciary Income Tax Return (IT-205) (2012), Fiduciary Income Tax Return (IT-205) (2013), Fiduciary Income Tax Return (IT-205) (2014), Fiduciary Income Tax Return (IT-205) (2015), New York State Accumulation Distribution for Exempt Resident Trusts (IT-205-J) (2015), New York State Estate Tax Certification (ET-85) (2008), New York State Estate Tax Certification (ET-85) (2013), New York State Estate Tax Certification (ET-85) (2014) (3/14), New York State Estate Tax Certification (ET-85) (2014) (4/14), New York State Estate Tax Domicile Affidavit (ET-141), New York State Estate Tax Return (ET-706) (2011), New York State Estate Tax Return (ET-706) (2012), New York State Estate Tax Return (ET-706) (2013), New York State Estate Tax Return (ET-706) (2014) (3/14), New York State Estate Tax Return (ET-706) (2014) (4/14), New York State Estate Tax Return (ET-706) (2015), New York State Resident Trust Nontaxable Certification (IT-205-C) (2011), New York State Resident Trust Nontaxable Certification (IT-205-C) (2012), New York State Resident Trust Nontaxable Certification (IT-205-C) (2013), New York State Resident Trust Nontaxable Certification (IT-205-C) (2014), New York State Resident Trust Nontaxable Certification (IT-205-C) (2015), Payment Voucher for Fiduciary Income Tax Returns (IT-205-V), Tentative Payment of Estate Tax (ET-130) (2008), Tentative Payment of Estate Tax (ET-130) (2014) (3/14), Tentative Payment of Estate Tax (ET-130) (2014) (4/14), Compromise and Account Checklist -- Queens County Surrogate's Court, Compromise Checklist -- Queens County Surrogate's Court, Waiver and Consent for Insurance Company (WD-5), Wrongful Death Compromise Settlement Proceeding Checklist. Monday - Friday: (example "child custody Ann Arbor, MI"), Albany County, NY: Inheritance By ZipCode. ; Which department of Albany County government holds the records you are seeking; If part or all of the records cannot be emailed, whether you would prefer to have copies made at 25 cents per page, or prefer to inspect the records first and determine which records you desire to have copied; If the volume of electronic records is so large that these cannot be emailed, whether you would prefer copies at 25 cents per page or would want such electronic records written onto a CD-ROM or floppy disk(s) to be created at a cost of approximately $1.00 per CD-ROM or disk; and. As a prosecutor, he saw many personal injury vehicle cases and distracted driver cases. For example, if the Kate S. owned a brokerage account and transferred it to the trust before she died, the account's official legal owner would be "Kate S., as Trustee of the S Family Trust." Who Manages Property Inherited by Children in New York, How to Inherit Life Insurance in New York, The Different Varieties of Life Insurance, How to Inherit Retirements Assets in New York, How to Inherit Payable on Death Bank Accounts and Brokerage Accounts. Find out more about pistol permits, amendments & gunsmith/dealer licenses. These states recognize a legal relationship between two people who lived together as if they were married, and held themselves out to the world as if they were married, but never legally were married under that state's laws. The court gives the executor a document granting authority to administer the estate, which is called letters testamentaryin most states. Proceeding Checklist, Affidavit of Mailing Notice of Application for Letters of Administration d.b.n. Albany County Surrogate's Court Address & Hours of Operation Albany County Courthouse 16 Eagle Street, Room 123 Albany, NY 12207 Phone: 518-285-8585 Fax: 518-285-8237 E-Mail: AlbanySurrogateCourt@nycourts.gov Monday - Friday 9:00 a.m. - 5:00 p.m. (except State Holidays) Surrogate's Court Staff Judge Hon. If the decedent (the person who died) had $50,000 or less in personal property. Bruce A. Hidley, Albany County Clerk Albany County Court House, Room 128 16 Eagle Street | Albany, NY 12207-1077 Phone: (518) 487-5100 | Fax: (518) 487-5099 countyclerk@albanycounty.com Government County Clerk Forms Available Online Print Share & Bookmark understand what he or she is doing (this is called legal capacity), name beneficiaries for his or her property, and. Usually, the county office can provide you with the certificates more quickly than the state's office can. If there's no probate proceeding (because the estate is too small to require one), then the person named as executor still takes care of things, but doesn't have official authority from the court. APPOINTMENT OF At the light turn left onto Broadway. New York State requires filing of the Nonresident Real Property Estimated Income Tax Payment Form (IT-2663) when an out-of-state resident sells property in Albany County. Originals submitted without a SASE will be returned to you if you complete the document retrieval form and deliver it to the County Clerk's office with a check for $1.00 per document requested. % Arrangement. File the deceased person's last tax returns (and any back taxes). D, HARKNBSS, \ may3w7 Olerk Surrogate's Courfe- Sberiff s Proclamation. Albany County Clerk, Geraldine Gould After Probate (CTA-1), Renunciation of Letters of Administration c.t.a. Executor, Trustee: What's the Difference? They can be filled out electronically, then printed. [Learn more about Small Estate] File this form in Surrogate's Court. Children 7, including Rodman, Steven, Michael, and MarkParent(s) John D. Rockefeller Jr. Abby Aldrich Relatives Rockefeller family Education Dartmouth College (BA) Nelson Aldrich Rockefeller (July 8, 1908 - January 26, 1979), sometimes referred to by his nickname Rocky, [1] was an American businessman and politician who served as the 41st vice president of the Inheritance Law > US Probate Courts > New York > Albany County Probate Court. There's no external thing you can find that will tell you for certain that a Will exists--you either find one or you don't. 16 Eagle Street | Albany, NY 12207-1077 This form is used to initiate an action in court. Find 6 Child Support Offices within 41.8 miles of Chemung County Family Court. A fill-in-the-blanks form notifying the County Clerk of a court order directing that an entry be made to a case docket. This page will provide you with the following: Links to the Albany County probate court's website, the address, a map and a phone number to call to get more information. Robert M. Carney, District Attorney, Schenectady (Peter H. Willis of counsel), for respondent. Physical copies of the map can be found at Beach Control HQ (bathhouse), Police Station lobby, Code/Construction office, and Borough Hall. . "@DanielJHemel (I learned this law from Professor Morgan, Jr., who is now the Surrogate Court Justice in Rensselaer County and is an adjunct at UAlbany and Albany . Meter parking is available on the streets, and there are several downtown paid lots available, including a lot at the Hilton Albany which is located at Pine and Lodge. Julianne M. Gudz Even though the law requires that a will be submitted to the local probate court, there are really no actual penalties for not doing so, especially if the estate is too small for probate to be required. A county land records office is the place to research and request such deeds. We are happy to provide the images of deeds and mortgages of properties in Albany County owned by individuals, corporations and other organizations, starting with documents from 1980. If there's a probate, work with the estate's attorney to give the court the information it requires. frequently asked questions about New York probate. Open the Tools menu or click the gear symbol in the top right corner of your browser window. The program helps you create the court forms you need to look for a will, burial plot deed, insurance policies and to make a list of all the items inside the box. You can call the number on the Notice of Eviction and ask when your . Albany County Clerk Albany County Court House, Room 128 16 Eagle Street Albany, NY 12207-1077 (518) 487-5100 (518) 487-5099 (fax) countyclerk@albanycounty.com Monday - Friday: . a Form W-8 and some research on the IRS website for an IRS form 5173. SURROGATE ' S COURT OF THE STATE OF NEW YORK . countyclerk@albanycounty.com. Supreme, County, City, District, Town, Village & New York City Civil Court: Foreclosure: Foreclosure Answer. (for P-1), New Individual Combined Verification, Oath and Designation (for P-1), New Individual Combined Verification, Oath and Designation (for P-1) (Albany County), Consent and Designation of Corporate Preliminary Executor (for P-2), Individual Oath and Designation of Preliminary Executor (for P-2), New Consent and Designation of Corporate Preliminary Executor (for P-2), New Individual Oath and Designation of Preliminary Executor (for P-2), Oath and Designation of Trustee (for P-2), Decree Granting Probate (New York County), Decree Granting Probate (Westchester County), Decree Granting Probate to Guardian ad Litem (Bronx County), Order for Service of Citation by Publication (Kings County), Petition for Probate (P-1) (Kings County), Waiver of Process; Consent to Probate (Onondaga County), Waiver of Process; Consent to Probate; Lost Will (Nassau County), Affidavit in Relation to Settlement of Estate under Article 13, SCPA (SE-1A), Affidavit in Relation to Settlement of Estate under Article 13, SCPA (SE-2A), Affidavit in Relation to Settlement of Estate under Article 13, SCPA (SE-3A), Amended Affidavit in Relation to Settlement of Estate under Article 13, SCPA (SE-1B), Amended Affidavit in Relation to Settlement of Estate under Article 13, SCPA (SE-2B), Amended Affidavit in Relation to Settlement of Estate under Article 13, SCPA (SE-3B), Attorney's Certification in Settlement of Small Estate under Article 13, Renunciation of Voluntary Administration (SE-1C), Report and Account in Settlement of Estate Pursuant to Article 13, SCPA (SE-1D), Accumulation Distribution for Certain Complex Trusts (1041 Schedule J) (2011), Accumulation Distribution for Certain Complex Trusts (1041 Schedule J) (2012), Accumulation Distribution for Certain Complex Trusts (1041 Schedule J) (2013), Accumulation Distribution for Certain Complex Trusts (1041 Schedule J) (2014), Accumulation Distribution for Certain Complex Trusts (1041 Schedule J) (2015), Allocation of Estimated Tax Payments to Beneficiaries (1041-T) (2011), Allocation of Estimated Tax Payments to Beneficiaries (1041-T) (2012), Allocation of Estimated Tax Payments to Beneficiaries (1041-T) (2013), Allocation of Estimated Tax Payments to Beneficiaries (1041-T) (2014), Allocation of Estimated Tax Payments to Beneficiaries (1041-T) (2015), Alternative Minimum Tax - Estates and Trusts (ATM) (1041 Schedule I) (2011), Alternative Minimum Tax - Estates and Trusts (ATM) (1041 Schedule I) (2012), Alternative Minimum Tax - Estates and Trusts (ATM) (1041 Schedule I) (2013), Alternative Minimum Tax - Estates and Trusts (ATM) (1041 Schedule I) (2014), Alternative Minimum Tax - Estates and Trusts (ATM) (1041 Schedule I) (2015), Application for Automatic Extension of Time To File Certain Business Income Tax Returns (7004), Application for Certificate Discharging Property Subject to Estate Tax Lien (4422), Application for Employer Identification Number (SS-4), Application for Extension of Time to File a Return and/or Pay U.S. Estate Taxes (4768), Application for IRS Individual Taxpayer Identification Number (W-7), Application for Taxpayer Identification Number for Pending U.S. Adoptions (W-7A), Beneficiary's Share of Income, Deductions, Credits, etc. After someone dies, certified death certificates become necessary and useful documents agency Origin: Albany County, New.. 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